ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,797,918 | +9.2% | 29,794 | +13.3% | 0.17% | +6.8% |
| Q2 2023 | $2,563,160 | +11.4% | 26,300 | +3.4% | 0.16% | +5.2% |
| Q1 2023 | $2,301,592 | +17.6% | 25,446 | +10.2% | 0.15% | +13.2% |
| Q4 2022 | $1,956,877 | +12.4% | 23,090 | +5.3% | 0.14% | -6.2% |
| Q3 2022 | $1,741,000 | +0.3% | 21,919 | +5.9% | 0.14% | -4.6% |
| Q2 2022 | $1,736,000 | -14.8% | 20,691 | +2.9% | 0.15% | -12.6% |
| Q1 2022 | $2,037,000 | -2.9% | 20,100 | +3.4% | 0.17% | -7.9% |
| Q4 2021 | $2,098,000 | +73.8% | 19,446 | +58.7% | 0.19% | +53.7% |
| Q3 2021 | $1,207,000 | +12.8% | 12,256 | +12.8% | 0.12% | +5.1% |
| Q2 2021 | $1,070,000 | +1003.1% | 10,869 | +913.9% | 0.12% | +735.7% |
| Q1 2021 | $97,000 | – | 1,072 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |